Hello there.

Welcome To My 1 Person Equity Advisory Business

This is my pitch deck for you today.

I added some gifts at the end.

Introduction.

I help founders turn equity into liquidity. This can mean several things:

  • Total Exits
  • Partial Exits
  • Operational Funding

I do this because I know success is determined by the amount of people who care. I know this because of how I grew up.

Problem / Market Need.

Most founders can’t make a good value proposition.

Some of them are too in love with their business and won’t even calculate ROI/ROE.

The reality is this is just a resource game, right?

  1. High growth needs capital (makes or breaks the business)
  2. HNWI need to allocate it (seriously, they barely have options)

The Solution I Found While Working With Them.

High-Touch Consulting + Deliverables

(third party company valuations, investment yield, subsequent funding round design, growth drivers, exit scenarios)

Their real transformation is Behaviour Change.

They want their hand held. They need an adult on the team, that leads investor meetings so cringe is annihilated. 

Investors need to see returns. Ideally, they need to see numbers that aren’t coming from the founder.

The Innovation: tools I build from actual experience that I place in a funnel to get easy YESs. They are micro-magnets with a fixed scope.

Proprietary elements: My education, my upbringing and my fabrication business. I spent 3 years teaching at the university and 9 years running and NGO startup incubator, raising funds. I build tools for every problem my client faces.

Ladder 5-Step Ladder Animated wireframe ladder from bottom-left to top-right with 5 steps 01 Content 02 Liquidity How Much Is Your Biz? 03 Equity Cap Table Simulator 04 Value Creation The Value Fabricator 05 Program START FINISH

The Ladder of easy YESs. Micro-magnets with fixed scope.

Market Size.

I got myself in this position by accident, marginally mentioning startups in my content around exits.

TAM is infinite and it’s giving Rick&Morty “Do you wanna develop an app”. I really love fintech because it’s complex, there are no shortcuts. There is also so much room for more solutions. Timing is perfect as well.

SAM is I can only work with English speakers who already either have revenue or angel investors. I’m not a magician.

SOM is maximum 10% of those, provided I do a good job with GTM. High-quality founders are dispersed.

GTM is zero-cost marketing driven by LLMs (it’s a beautiful thing really, I can get anything indexed in 6 days). When I specify geography manually it doesn’t work as well. The algorithms know better feature extraction and we really shouldn’t tell them what to do.

Trends & Competition.

It’s like the Wild Wild West here.

I’ve sat in meetings with VCs offering valuations worth $250,000 and/or 7.5%. They don’t introduce you to anyone, they just rely on their brand and, from experience, I’ve noticed that it rarely moves the needle.

When it comes to education, founders go directly to VCs. And then they come back to me. Some tell me they need me on the cap table to grant legitimacy to the project.

Then there are individuals who are “really good at raising funds”. This is an odd job with no accountability or performance metrics. I actually started putting vesting schedules and cliffs for their fees.

Financial Overview.

I spent $31,000 on marketing over a 4-month period and got zero return.

I learned 0-cost marketing experimenting with my clients. This generates most of my revenue.

Maybe a SaaS trading platform would be needed eventually.

Network Yield: You solve a problem for someone, at least 2 new other clients follow. This is a high-trust, high-yield network.

Team.

dr. Sorina Dumitru – PhD in Architecture, Economics and Machine Learning, Startup Incubator NGO president for 9 years (hardware, web3, defense, ESG), exited a digital fabrication business, raised $2.35M in 2026 (by accident)

Rana Elriche – business trading partner in Dubai, 10 years experience, investor network

JP Rinylo – revenue consultant in New Jersey, 17 years experience in long-term B2B partnerships (listen to him speak)

Vision.

A centralised online/offline education program with incubator properties. A framework that is recondite to the lay person.

We have to start factoring in time properly for our investments. They don’t model LBOs here and it’s a real shame. I want to see a more mature UAE financial market and I am certain we can find a Sharia-compliant solution for this, specifically through equity.

Equity needs to be a stand-alone domain, as specialists are either VCs or M&As or just “business”. They only address parts of the problem, not the whole thing.

A pitch deck does not bring in investments. A high-quality founder does, but only with correctly applied business acumen. The sooner everybody learns this, the better. Let’s build high-quality founders, then. And let’s de-risk our investors in the process.

Proposal.

Perhaps there is an audience overlap. I have several case studies from founders who are at different points of their journey and have different approaches. I would love to speak, to talk about the 4 Cornerstones of Value Creation. They need it. For example, one of my clients raised $1.2M and I’m teaching the CFO what to do with all that liquidity so it doesn’t get lost, just sitting there. I’d like to explain the 3 valuation methodologies (IFRS, EBITDA multiple, DCF with WACC) but in a fun digestible way. These are all directly correlated with the business model. It’s not a niche topic, it’s the equity’s worth. Ultimately, money is a spiritual thing. You’re only ever going to get as much as you can handle, and if you’re lucky enough to get more than you’re used to, you loose it.

As Promised, Here Are Your Gifts:

The Informed Exit Handbook. How Founders Prepare For Acquisition, Partial Exits and Liquidity. I wrote this because I couldn’t find everything all in one place.

The Great Wall Of Books. All my books on business, leadership, philosophy, design. This thing just keeps growing. There are also the excerpts studied at The Aspen Institute.

Equity Academy. The recording from the first session, “How Do We Know What To Build.”

Once Upon A Time...

I did do mostly hardware because Romania used to be a really good, cost-efficient, EU compliant place for that. COVID and the Ukraine invasion drastically changed all that (don’t wanna know the Iran aftermath). And that is why I exited, sold to an exhibition stand fabricator. I am not interested in hardware anymore, even if it’s really really cool. We built utilitary drones, supercar body kits, zero-emission last-mile vehicles, and even a car-mounted coil gun. I even have the certification defense public tendering. It implied a lot of integrations, interoperability and a high percentage of local production.

However, in time, production margin was not margining anymore.

You Made It To The End!

Thank you, I know your time is limited and I value it.

Suggestions and complaints:

sorina@sorinadumitru.com